Solution Engineering41 tasks
Design Revenue Cloud Solutions
Users get research answers, migration plans, demo plans and design documents for Revenue Cloud, Salesforce CPQ, Salesforce Billing and B2B Commerce. Most of the output is documents rather than org changes.
Method
How MeshMesh does it
- Checks the connected org for what is actually installed. In one plan, CPQ turned out not to be present.
- Researches internal documentation, or the prospect company through web searches.
- Researches the org's products, accounts, assets and constraint engine fields.
- Asks the user clarifying questions about requirements.
- Scores deal qualification against a gated framework and says plainly when no discovery has been done.
- Compares design options, such as Flow with a validation rule, Revenue Cloud configuration rules and decision tables, with pros and cons, risk levels and a comparison matrix.
- Writes a phased migration plan covering products, pricing, quotes, subscriptions, data migration, custom logic and validation.
- Drafts a Quote-to-Cash demo plan with product SKUs, categories, bundle designs and a demo story.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.